XY Planning Network’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

XY Planning Network’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$503K	Buy	+5,430	New	+$484K	0.05%	235

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

XY Planning Network's MGK Position: Q3 2026 in Review

XY Planning Network opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2026: 5,430 shares worth $503K. The stake represents 0.05% of the portfolio and ranks #235 among its holdings.

459 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

XY Planning Network held 5,430 shares of Vanguard Morningstar Mega Cap Growth ETF worth $503K as of Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new XY Planning Network position in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #235 holding.
459 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.